Month: September 2014
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Shemaroo Entertainment IPO – Skip this movie
_____________________________________________________________________________ Price range: Rs 155 – 170 Date Sept 17, 2014 and IPO Period: 16-18 Sept 2014 Industry – Media & Entertainment Small Cap with 457 cr. mkt cap Advice: Avoid IPO Summary: Shemaroo is engaged in entertainment media content aggregation and distribution. It has a good library consisting of more than 2,900 titles. While…
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JainMatrix Investments – September Updates
———————————————————————————————————- Investment Notes 12th Sept 2014 Dear Investor, The investment climate has certainly improved this quarter. At JainMatrix Investments, we can feel the changes, and our reports reflect this excitement: The IPO season has started; see our update on Snowman Logistics, An Update – Snowman in the Summer Sun? We have just created a research report…
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Update – A Snowman in the Summer Sun?
Originally posted on JainMatrix Investments: ———————————————————————————————————————————— Snowman Logistics IPO – Original report Date August 27, 2014 Industry – Logistics, and Small Cap share – 783 cr. mkt cap Price range: Rs. 44 – 47 and IPO Period: 26-28 August 2014 Here is a note on Snowman Logistics Ltd. IPO (SLL). Summary: SLL is a leader in cold…
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Motherson Sumi – Global Ancillary Growth
Originally posted on JainMatrix Investments: ________________________________________________________________________ Report Date: 25 Feb’14 Market Price: 220 Large Cap – Mkt Cap 19,460 crores Advice: Buy with a Mar’16 target of 451, a 104% appreciation Motherson Sumi Systems is an Indian auto ancillary firm that is growing rapidly through global acquisitions. It cut its teeth as a Maruti Suzuki vendor,…
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Great investors and playing cards…
————————————————————— On another platform, someone asked the question, Why are many great investors also great card players? It could be Bridge, Blackjack or even Poker. Here are my thoughts on this subject. Investing is similar to card games because: In both you are given a hand (or an investment idea) that can be quite random…
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